How to Configure a Send Notification Action for Plan Automations in OnePlan

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Direct Answer: How to Configure a Send Notification Action for Plan Automations in OnePlan

To configure a Send Notification action for Plan Automations in OnePlan, open the Plan Automations editor, select Add Automation Action, choose Send Notification, select recipients using the To field, enter a Subject, select up to 10 plan-level fields to include, write the Message Body, then select Update to save.

What This Article Covers: Send Notification Action

This article explains how to configure the Send Notification action for Plan Automations in OnePlan. Use this action to send an email and in-app notification to selected users when a plan automation is triggered.

What you will accomplish
By the end of this article, you will be able to configure a Send Notification action, including recipients, subject, message content, and which plan fields are included in the notification.

Before You Begin: Send Notification Action

Before you begin, make sure you have:

  • A OnePlan account with Licensed permissions
  • Contributor or Owner access to the plan
  • A Plan Automation trigger already configured

Why This Matters: Send Notification Action

The Send Notification action in OnePlan delivers notifications both in-app and via email, helping keep stakeholders informed without manual follow-up. This action is commonly used to notify stakeholders of plan status or process step changes, alert owners or approvers when action is required, and communicate key plan updates automatically.

Note: Recipients must have access to the plan to receive the notification.

Step-by-Step: Configuring a Send Notification Action in OnePlan

Task: Add the Send Notification Action

  1. In the Plan Automations editor, select Add Automation Action.
  2. Choose Send Notification from the list.

The Edit Notification panel opens on the right side of the screen.

add send notification action.png

Task: Select Notification Recipients

  1. In the To dropdown, select a recipient type. Options include:

  • Plan Field — Select a plan-level user field. Users assigned to that field receive the notification.

    to plan field.png

  • Shared-With Level — Select one or more Shared With permission levels. All users with the selected level(s) receive the notification.

    to shared with level.png

  • Specific User — Select one or more individual users.

    to user.png

  • Specific Team — Select one or more resource teams.

    to team.png

  1. Select the corresponding user, field, permission level, or team as required.

Task: Configure Notification Content

Subject — Enter the subject line for the notification.

Fields Sent — Select up to 10 plan-level fields to include in the notification. These fields are displayed in a table using the most recent values from the plan that triggered the automation.

Tip: Selecting more than 10 fields may result in an undesirable email layout.

Message Body — Enter the message content for the notification. Use the formatting toolbar to apply basic text formatting as needed.

configure message.png

Task: Save the Action

  1. Review the recipients and notification content.
  2. Select Update to save the Send Notification action.
  3. When finished configuring the automation, select Save.

Frequently Asked Questions: Send Notification Action

Q: How are notifications delivered by Plan Automations in OnePlan?
A: In OnePlan, notifications from the Send Notification action are delivered both in-app (as a notification within the OnePlan interface) and via email, ensuring recipients are reached even when not actively using the application.

Q: Do recipients need to have plan access to receive a notification in OnePlan?
A: Yes. In OnePlan, recipients must have access to the plan to receive the notification. Users without plan access will not receive it.

Q: How many fields can I include in a Send Notification in OnePlan?
A: In OnePlan, you can include up to 10 plan-level fields in a notification. Including more than 10 may result in a poorly formatted email layout.

What to Do Next: Send Notification Action

Add more actions to your automation:

Review the full configuration process:

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